Truist Financial

Truist Financial Portfolio holdings

AUM $73.8B
1-Year Est. Return 18.51%
This Quarter Est. Return
1 Year Est. Return
+18.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$62.8B
AUM Growth
+$3.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,749
New
Increased
Reduced
Closed

Top Buys

1
+$203M
2
+$161M
3
+$125M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$120M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$83.4M

Top Sells

1
+$265M
2
+$253M
3
+$148M
4
AMZN icon
Amazon
AMZN
+$121M
5
VTV icon
Vanguard Value ETF
VTV
+$116M

Sector Composition

1 Technology 12.95%
2 Financials 8.46%
3 Healthcare 7.23%
4 Industrials 5.56%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
$881K ﹤0.01%
24,790
-276,668
1652
$881K ﹤0.01%
7,599
+180
1653
$873K ﹤0.01%
1,254
1654
$872K ﹤0.01%
14,109
+159
1655
$871K ﹤0.01%
58,094
+1,781
1656
$868K ﹤0.01%
82,625
+27,400
1657
$865K ﹤0.01%
30,910
+663
1658
$862K ﹤0.01%
6,707
-55
1659
$859K ﹤0.01%
36,365
-578
1660
$857K ﹤0.01%
44,733
-2,100
1661
$856K ﹤0.01%
24,254
-66
1662
$854K ﹤0.01%
20,728
-334
1663
$851K ﹤0.01%
8,895
+1,227
1664
$847K ﹤0.01%
16,534
-1,210
1665
$845K ﹤0.01%
28,466
-792
1666
$844K ﹤0.01%
+18,368
1667
$843K ﹤0.01%
35,398
+19,495
1668
$843K ﹤0.01%
14,997
-1,018
1669
$842K ﹤0.01%
26,699
-4,176
1670
$841K ﹤0.01%
25,834
-8,186
1671
$840K ﹤0.01%
29,732
-4,745
1672
$839K ﹤0.01%
27,301
1673
$838K ﹤0.01%
17,531
-1,546
1674
$838K ﹤0.01%
813,200
-150,000
1675
$836K ﹤0.01%
6,067
-191
65 66
67
68 69